mas-rad_core 0.0.1

checksums.yaml

@@ -0,0 +1,7 @@
+---
+SHA1:
+  metadata.gz: 8ddedc793fa1147bec67ccc827f16325a581689c
+  data.tar.gz: 82db2d2dc83430c01d804c0402c399f72cd0a82a
+SHA512:
+  metadata.gz: 7968241320d7a619acc7c7f8022a29bba5529f2a9132d5f3ca10cb1efb0c3f2288b40d1a8396af7b31a5864ccfc72d13df06058c0add6e0e347012ba91194663
+  data.tar.gz: dd469eea433328259512990f84119ce6d8e9c248e9c4d65b49800c19a83969f0190321f95dfcdc572c08313c3d1f6f6270ef9b28a421d18ff48fefc1d00f1c2e

data/MIT-LICENSE

@@ -0,0 +1,20 @@
+Copyright 2015 Ben Lovell
+
+Permission is hereby granted, free of charge, to any person obtaining
+a copy of this software and associated documentation files (the
+"Software"), to deal in the Software without restriction, including
+without limitation the rights to use, copy, modify, merge, publish,
+distribute, sublicense, and/or sell copies of the Software, and to
+permit persons to whom the Software is furnished to do so, subject to
+the following conditions:
+
+The above copyright notice and this permission notice shall be
+included in all copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
+EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
+MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
+NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
+LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
+OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
+WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

data/README.md

@@ -0,0 +1,3 @@
+# RadCore
+
+This project rocks and uses MIT-LICENSE.

data/Rakefile

@@ -0,0 +1,14 @@
+begin
+  require 'bundler/setup'
+  require 'bundler/gem_tasks'
+rescue LoadError
+  puts 'You must `gem install bundler` and `bundle install` to run rake tasks'
+end
+
+APP_RAKEFILE = File.expand_path("../spec/dummy/Rakefile", __FILE__)
+
+load 'rails/tasks/engine.rake'
+
+Bundler::GemHelper.install_tasks
+
+task default: :spec

data/app/models/accreditation.rb

@@ -0,0 +1,5 @@
+class Accreditation < ActiveRecord::Base
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/adviser.rb

@@ -0,0 +1,61 @@
+class Adviser < ActiveRecord::Base
+  belongs_to :firm
+
+  has_and_belongs_to_many :qualifications
+  has_and_belongs_to_many :accreditations
+  has_and_belongs_to_many :professional_standings
+  has_and_belongs_to_many :professional_bodies
+
+  before_validation :assign_name, if: :reference_number?
+
+  before_validation :upcase_postcode
+
+  validates_acceptance_of :confirmed_disclaimer, accept: true
+
+  validates :travel_distance,
+    presence: true,
+    inclusion: { in: TravelDistance.all.values }
+
+  validates :postcode,
+    presence: true,
+    format: { with: /\A[A-Z\d]{1,4} [A-Z\d]{1,3}\z/ }
+
+  validates :reference_number,
+    presence: true,
+    uniqueness: true,
+    format: {
+      with: /\A[A-Z]{3}[0-9]{5}\z/
+    }
+
+  validate :match_reference_number
+
+  def field_order
+    [
+      :reference_number,
+      :postcode,
+      :travel_distance,
+      :confirmed_disclaimer
+    ]
+  end
+
+  private
+
+  def upcase_postcode
+    postcode.upcase! if postcode.present?
+  end
+
+  def assign_name
+    self.name = Lookup::Adviser.find_by(
+      reference_number: reference_number
+    ).try(:name)
+  end
+
+  def match_reference_number
+    unless Lookup::Adviser.exists?(reference_number: reference_number)
+      errors.add(
+        :reference_number,
+        I18n.t('questionnaire.adviser.reference_number_un_matched')
+      )
+    end
+  end
+end

data/app/models/allowed_payment_method.rb

@@ -0,0 +1,7 @@
+class AllowedPaymentMethod < ActiveRecord::Base
+  has_and_belongs_to_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/authentication.rb

@@ -0,0 +1,19 @@
+module Authentication
+  class << self
+    def required?
+      Rails.env.production?
+    end
+
+    def username
+      ENV['AUTH_USERNAME']
+    end
+
+    def password
+      ENV['AUTH_PASSWORD']
+    end
+
+    def authenticate(username, password)
+      self.username == username && self.password == password
+    end
+  end
+end

data/app/models/firm.rb

@@ -0,0 +1,143 @@
+class Firm < ActiveRecord::Base
+  scope :registered, -> { where.not(email_address: nil) }
+
+  has_and_belongs_to_many :in_person_advice_methods
+  has_and_belongs_to_many :other_advice_methods
+  has_and_belongs_to_many :initial_advice_fee_structures
+  has_and_belongs_to_many :ongoing_advice_fee_structures
+  has_and_belongs_to_many :allowed_payment_methods
+  has_and_belongs_to_many :investment_sizes
+
+  belongs_to :initial_meeting_duration
+
+  belongs_to :principal, primary_key: :fca_number, foreign_key: :fca_number
+
+  has_many :advisers
+
+  has_many :subsidiaries, class_name: 'Firm', foreign_key: :parent_id
+
+  belongs_to :parent, class_name: 'Firm'
+
+  attr_accessor :percent_total
+
+  before_validation :upcase_postcode
+
+  validates :email_address,
+    presence: true,
+    length: { maximum: 50 },
+    format: { with: /.+@.+\..+/ }
+
+  validates :telephone_number,
+    presence: true,
+    length: { maximum: 30 },
+    format: { with: /\A[0-9 ]+\z/ }
+
+  validates :address_line_one,
+    presence: true,
+    length: { maximum: 100 }
+
+  validates :address_line_two,
+    length: { maximum: 100 }
+
+  validates :address_postcode,
+    presence: true,
+    format: { with: /\A[A-Z\d]{1,4} [A-Z\d]{1,3}\z/ }
+
+  validates :address_town,
+    :address_county,
+    presence: true
+
+  validates :free_initial_meeting,
+    inclusion: { in: [true, false] }
+
+  validates :initial_meeting_duration,
+    presence: true,
+    if: ->{ free_initial_meeting? }
+
+  validates :initial_advice_fee_structures,
+    length: { minimum: 1 }
+
+  validates :ongoing_advice_fee_structures,
+    length: { minimum: 1 }
+
+  validates :allowed_payment_methods,
+    length: { minimum: 1 }
+
+  validates :minimum_fixed_fee,
+    allow_blank: true,
+    numericality: { only_integer: true }
+
+  validate :sum_of_percentages_equals_one_hundred
+
+  validates :retirement_income_products_percent,
+    :pension_transfer_percent,
+    :long_term_care_percent,
+    :equity_release_percent,
+    :inheritance_tax_and_estate_planning_percent,
+    :wills_and_probate_percent,
+    :other_percent,
+    presence: true,
+    numericality: { only_integer: true }
+
+  validates :investment_sizes,
+    length: { minimum: 1 }
+
+  def in_person_advice?
+    in_person_advice_methods.present?
+  end
+
+  def subsidiary?
+    parent.present?
+  end
+
+  def field_order
+    [
+      :email_address,
+      :telephone_number,
+      :address_line_one,
+      :address_line_two,
+      :address_town,
+      :address_county,
+      :address_postcode,
+      :in_person_advice_methods,
+      :free_initial_meeting,
+      :initial_meeting_duration,
+      :initial_advice_fee_structures,
+      :ongoing_advice_fee_structures,
+      :allowed_payment_methods,
+      :minimum_fixed_fee,
+      :percent_total,
+      :retirement_income_products_percent,
+      :pension_transfer_percent,
+      :long_term_care_percent,
+      :equity_release_percent,
+      :inheritance_tax_and_estate_planning_percent,
+      :wills_and_probate_percent,
+      :other_percent,
+      :investment_sizes
+    ]
+  end
+
+  private
+
+  def upcase_postcode
+    address_postcode.upcase! if address_postcode.present?
+  end
+
+  def sum_of_percentages_equals_one_hundred
+    total = retirement_income_products_percent.to_i \
+      + pension_transfer_percent.to_i \
+      + long_term_care_percent.to_i \
+      + equity_release_percent.to_i \
+      + inheritance_tax_and_estate_planning_percent.to_i \
+      + wills_and_probate_percent.to_i \
+      + other_percent.to_i
+
+    unless total == 100
+      errors.add(
+          :percent_total,
+          I18n.t('questionnaire.retirement_advice.percent_total.not_one_hundred')
+      )
+    end
+  end
+end

data/app/models/in_person_advice_method.rb

@@ -0,0 +1,7 @@
+class InPersonAdviceMethod < ActiveRecord::Base
+  has_and_belongs_to_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/initial_advice_fee_structure.rb

@@ -0,0 +1,7 @@
+class InitialAdviceFeeStructure < ActiveRecord::Base
+  has_and_belongs_to_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/initial_meeting_duration.rb

@@ -0,0 +1,7 @@
+class InitialMeetingDuration < ActiveRecord::Base
+  has_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/investment_size.rb

@@ -0,0 +1,7 @@
+class InvestmentSize < ActiveRecord::Base
+  has_and_belongs_to_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/lookup/adviser.rb

@@ -0,0 +1,10 @@
+module Lookup
+  class Adviser < ActiveRecord::Base
+    validates_length_of   :reference_number, is: 8
+    validates_presence_of :name
+
+    def self.table_name
+      "lookup_#{super}"
+    end
+  end
+end

data/app/models/lookup/firm.rb

@@ -0,0 +1,17 @@
+module Lookup
+  class Firm < ActiveRecord::Base
+    has_many :subsidiaries, primary_key: :fca_number, foreign_key: :fca_number
+
+    validates :fca_number,
+      length: { is: 6 },
+      numericality: { only_integer: true }
+
+    def subsidiaries?
+      subsidiaries.present?
+    end
+
+    def self.table_name
+      "lookup_#{super}"
+    end
+  end
+end

data/app/models/lookup/subsidiary.rb

@@ -0,0 +1,11 @@
+module Lookup
+  class Subsidiary < ActiveRecord::Base
+    validates :fca_number,
+      length: { is: 6 },
+      numericality: { only_integer: true }
+
+    def self.table_name
+      "lookup_#{super}"
+    end
+  end
+end

data/app/models/ongoing_advice_fee_structure.rb

@@ -0,0 +1,7 @@
+class OngoingAdviceFeeStructure < ActiveRecord::Base
+  has_and_belongs_to_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/other_advice_method.rb

@@ -0,0 +1,7 @@
+class OtherAdviceMethod < ActiveRecord::Base
+  has_and_belongs_to_many :firms
+
+  validates_presence_of :name
+
+  default_scope { order(:order) }
+end

data/app/models/principal.rb

@@ -0,0 +1,94 @@
+class Principal < ActiveRecord::Base
+  self.primary_key = 'token'
+
+  before_create :generate_token
+  after_create  :associate_firm
+
+  has_one :firm, primary_key: :fca_number, foreign_key: :fca_number
+
+  validates :fca_number,
+    presence: true,
+    uniqueness: true,
+    length: { is: 6 },
+    numericality: { only_integer: true }
+
+  validates :email_address,
+    presence: true,
+    uniqueness: true,
+    length: { maximum: 50 },
+    format: { with: /.+@.+\..+/ }
+
+  validates :first_name, :last_name, :job_title, presence: true, length: 2..80
+
+  validates :telephone_number,
+    presence: true,
+    length: { maximum: 50 },
+    format: { with: /\A[0-9 ]+\z/ }
+
+  validates :website_address,
+    allow_blank: true,
+    length: { maximum: 100 }
+
+  validates_acceptance_of :confirmed_disclaimer, accept: true
+
+  validate :match_fca_number, if: :fca_number?
+
+  def to_param
+    token.parameterize
+  end
+
+  def lookup_firm
+    @lookup_firm ||= Lookup::Firm.find_by(fca_number: fca_number)
+  end
+
+  delegate :subsidiaries?, to: :lookup_firm
+
+  def field_order
+    [
+      :fca_number,
+      :website_address,
+      :first_name,
+      :last_name,
+      :job_title,
+      :email_address,
+      :telephone_number,
+      :confirmed_disclaimer
+    ]
+  end
+
+  def find_or_create_subsidiary(id)
+    subsidiary = lookup_firm.subsidiaries.find(id)
+
+    find_subsidiary(subsidiary).tap do |firm|
+      firm.save(validate: false) unless firm.persisted?
+    end
+  end
+
+  private
+
+  def find_subsidiary(subsidiary)
+    firm.subsidiaries.find_or_initialize_by(
+      registered_name: subsidiary.name,
+      fca_number: subsidiary.fca_number
+    )
+  end
+
+  def associate_firm
+    Firm.new(fca_number: lookup_firm.fca_number, registered_name: lookup_firm.registered_name).tap do |f|
+      f.save!(validate: false)
+    end
+  end
+
+  def match_fca_number
+    unless Lookup::Firm.exists?(fca_number: self.fca_number)
+      errors.add(
+        :fca_number,
+        I18n.t('registration.principal.fca_number_un_matched')
+      )
+    end
+  end
+
+  def generate_token
+    self.token = SecureRandom.hex(4)
+  end
+end